HLI icon

Houlihan Lokey
HLI

Overview Fund Activity

538 hedge funds and large institutions have $9.88B invested in Houlihan Lokey in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 187 increasing their positions, 207 reducing their positions, and 52 closing their positions.

Holders
538
Holders Change
+18
Holders Change %
+3.46%
% of All Funds
7.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
77
Increased
187
Reduced
207
Closed
52
Calls
$1.15M
Puts
$1.94M
Net Calls
-$791K
Net Calls Change
-$3.07M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$127M
2
CIP
2
Champlain Investment Partners
Vermont
$98.3M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$144M
4
RG
4
Renaissance Group
Kentucky
$34.1M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$32.9M

Top Sellers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$445M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$189M
3
Ameriprise
3
Ameriprise
Minnesota
$88.1M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$73.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TRSOTSOK
176
Teachers Retirement System of the State of Kentucky
Kentucky
$2.99M 16,620 – –
MCM
177
Monument Capital Management
Virginia
$2.97M 16,524 -850 -5%
ASRS
178
Arizona State Retirement System
Arizona
$2.84M 15,767 +348 +2%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$2.83M 15,750 +1,228 +8%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$2.76M 15,348 -1,607 -9%
VCM
181
Voleon Capital Management
California
$2.73M 15,177 +6,461 +74%
LSERS
182
Louisiana State Employees Retirement System
Louisiana
$2.72M 15,100 – –
State of New Jersey Common Pension Fund D
183
State of New Jersey Common Pension Fund D
New Jersey
$2.7M 14,986 +1,198 +9%
EGM
184
Engineers Gate Manager
New York
$2.65M 14,754 +6,158 +72%
DC
185
Davenport & Co
Virginia
$2.65M 14,742 -4,776 -24%
Canada Pension Plan Investment Board
186
Canada Pension Plan Investment Board
Ontario, Canada
$2.65M 14,700 – –
P
187
&Partners
Tennessee
$2.59M 14,400 -294 -2%
ETC
188
Exchange Traded Concepts
Oklahoma
$2.58M 14,355 -5,992 -29%
SEA
189
Stegent Equity Advisors
Texas
$2.57M 14,262 +4,988 +54%
VOYA Investment Management
190
VOYA Investment Management
Georgia
$2.54M 14,118 +4,303 +44%
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$2.54M 14,091 +2,250 +19%
COPPSERS
192
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.49M 13,820 +906 +7%
Mariner
193
Mariner
Kansas
$2.36M 13,137 +100 +0.8%
GPGA
194
Grandeur Peak Global Advisors
Utah
$2.36M 13,089 +1,092 +9%
PI
195
PineBridge Investments
New York
$2.35M 13,033 -5,001 -28%
Corient Private Wealth
196
Corient Private Wealth
Florida
$2.32M 12,894 -1,239 -9%
SOMRS
197
State of Michigan Retirement System
Michigan
$2.32M 12,900 – –
IMRF
198
Illinois Municipal Retirement Fund
Illinois
$2.3M 12,764 -2,117 -14%
TC
199
TwinBeech Capital
New York
$2.25M 12,506 +10,788 +628%
CC
200
Centiva Capital
New York
$2.24M 12,475 +2,014 +19%
6 7
8
9 10